Next Level Financial Services is a boutique full service financial advisory practice based in Melbourne and on the Mornington Peninsula in Victoria. We work with people who are serious about achieving their personal and financial goals. We do this because we are passionate about helping those seeking unbiased, holistic and professional advice.
We specialise in personal superannuation, self-managed superannuation, personal insurances, investments, debt management, retirement planning, lifestyle planning, aged care advice and strategies to help you build wealth. Whether you require one-off advice or a comprehensive wealth management strategy, we can help you manage and secure a financial plan that's tailored to your goals.
As we also partner with specialists in the accounting, legal, investment research, real estate and property management fields, we can provide a comprehensive solution to all aspects of your financial plan.
All discussions with our clients commence with analysis of your personal, lifestyle and financial goals. For a no obligation discussion with one of our financial advisers please contact us on 03 9188 4254 or email [email protected] to book an appointment.
Corporate Authorised Representative (CAR) number 461059 of Integrity Financial Planners Pty Ltd Australian Financial Services Licence number 225051
We specialise in personal superannuation, self-managed superannuation, personal insurances, investments, debt management, retirement planning, lifestyle planning, aged care advice and strategies to help you build wealth. Whether you require one-off advice or a comprehensive wealth management strategy, we can help you manage and secure a financial plan that's tailored to your goals.
As we also partner with specialists in the accounting, legal, investment research, real estate and property management fields, we can provide a comprehensive solution to all aspects of your financial plan.
All discussions with our clients commence with analysis of your personal, lifestyle and financial goals. For a no obligation discussion with one of our financial advisers please contact us on 03 9188 4254 or email [email protected] to book an appointment.
Corporate Authorised Representative (CAR) number 461059 of Integrity Financial Planners Pty Ltd Australian Financial Services Licence number 225051
Current News:
2024/25 Federal Budget Summary
This is one of the more straightforward budget summaries as, frankly, there wasn’t a lot in last night's announcement to get too excited about.
The key initiatives, as outlined below, primarily focus on moderate revisions across various sectors including personal taxation, cost of living, business taxation, parental superannuation, and social security. These are designed to provide incremental benefits and adjustments without drastic impacts.
The key initiatives, as outlined below, primarily focus on moderate revisions across various sectors including personal taxation, cost of living, business taxation, parental superannuation, and social security. These are designed to provide incremental benefits and adjustments without drastic impacts.
Helpful advice on email & phone scams
In an ideal world this message would be unnecessary but sadly we’re seeing and hearing of an increasing number of email and phone scams.
Emails from Nigerian princes promising untold riches are still around, but scammers have become increasingly sophisticated to the point where it can be very hard to detect what’s genuine and what’s not.
Emails from Nigerian princes promising untold riches are still around, but scammers have become increasingly sophisticated to the point where it can be very hard to detect what’s genuine and what’s not.